Nutrien Ltd. (NTR) BMO 2025 Farm to Market Conference (Transcript)

Company Overview - Nutrien Ltd. is the world's largest fertilizer producer and has a significant farm center business, with a strong influence in potash and nitrogen markets [1]. Market Outlook - The company has a positive outlook for 2025, indicating robust demand for crop inputs during the North American spring season, with approximately 95 million acres of corn expected to be planted in the U.S. [6]. - Strong field activity and planting progress reports from the U.S. suggest a healthy demand environment for Nutrien's products [6]. Supply and Demand Dynamics - Nutrien is experiencing favorable supply-demand dynamics across all three key nutrients: potash, nitrogen, and phosphate, leading to firming prices in these markets [7].